Adjusting Sales Orders: Empress's Update Items Feature

Guides & Tutorials
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Introduction

Welcome to this comprehensive guide on how to use the Update Items feature in Empress, specifically designed for business users. This guide will focus on the user interface and practical applications, avoiding technical jargon and developer-centric terms.

Introduction to the Update Items Feature

In the dynamic world of business, it’s necessary to have the flexibility to amend orders even after they’ve been submitted. Empress offers you exactly this capability with the Update Items feature. This feature allows you to adjust the rate and quantity of items in your submitted sales orders, providing the flexibility to accommodate changes in customer requirements or business circumstances.

Steps to Use the Update Items Feature

Here’s how you can use the Update Items feature to edit your sales orders:

  1. Open the Sales Order: Navigate to the sales order that you wish to adjust in Empress.

  2. Click on the Update Items Button: You’ll find this button at the top of your sales order. Clicking on it will open a dialog box.

  3. Make the Necessary Changes: In the dialog box, you can adjust the rate and quantity of the items as per your needs.

Important Points to Remember

While the Update Items feature provides significant flexibility, it’s essential to remember some key points:

  • The feature checks if the sales order has associated Delivery Note and Sales Invoice.
  • Quantity updates are allowed for sales orders that are undelivered or partially delivered. If the sales order has completed Delivery Note, the quantity update will not be permitted.
  • Rate adjustments can be made for sales orders that are un-invoiced or partially invoiced. If the sales order has a submitted Sales Invoice, the rate update will not be permitted.

By adhering to these rules, you can efficiently manage changes in your sales orders, ensuring the accuracy and efficiency of your sales process.

In conclusion, Empress’s Update Items feature enhances your business processes by allowing you to adjust sales orders even after submission, accommodating changes in business circumstances or customer requirements. For further assistance, you can always reach out to our support team or explore our additional resources.